There is no sky.You know how they say, “The sky’s the limit”? Well, we don’t think that’s true. At ShindelRock,

we know that there’s more beyond the blue sky and fluffy clouds that “they” think is the

limit. We know there are big opportunities out there, big new places where you can grow

your business and reach your dreams.

That’s where our experienced professionals come in; we assemble a team with the right

expertise to address your unique opportunity. Over 20 years in business has taught us that

dynamics can be different from sector to sector, but the fundamentals of sound fiscal advice

and solid financial information remain unchanged.

So, forget the sky. Forget the limit. Your business can grow, and your dreams can be met.

Take a moment to get to know us and realize what it means to be served by a team that can

see beyond, and go beyond…

“Accounting & Consulting

Key CapabilitiesCompiled Financial Statements | Reviewed Financial Statements | Financial Analysis |

Tax Services - Preparation, Planning, Advanced Research | Internal Control Analysis and

Consulting | Insurance and Benefit Plan Consulting | Family Wealth and Estate Planning

For a growing business, accounting and internal control systems that have worked in the past can quickly become undersized for the

complexity of the organization. Add to that an ever-changing tax landscape requiring plenty of thoughtful advanced planning, and it’s

easy to see why so many businesses realize too late that they’ve outgrown old accounting solutions and providers.

At ShindelRock, we understand the unique concerns of small and middle-market businesses who appreciate the need for an accounting

firm to also serve as a strategic consulting partner. We take a holistic view of your business and can relay best practices for a growing

company in your industry, help you interpret financial information and provide tools to make important business decisions.

Your accounting services provider should be a partner in your business’ growth, not a liability. Don’t wait until your company outgrows

your existing resources to find a team committed to sophisticated accounting system management, year-round comprehensive tax

planning services, and sound strategic financial consulting.

Since partnering with the team at ShindelRock, our eyes have been opened to the real value that an accountant can provide.

o2 Creative Solutions has grown substantially over

the past 10 years as they’ve traveled the globe creating

unique experiences for the world’s top brands. 

Combining their disciplines of design, communications

and technology, they’ve developed immersive

environments, interactive spaces and custom events. 

In 2010, they recognized that their rapid marketplace

growth had outpaced their existing accounting systems.

Wanting to find someone they could have confidence

in and bring greater clarity to their true business

performance, they contacted ShindelRock.

We realized that we needed someone to handle our complex needs and help us make strategic financial decisions. We’re finally confident in our financial footing, and feel that we can comfortably focus on our clients and their needs.

Client Story Beyond the Numbers“

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“Tax Services

Key Capabilities Standard or Complex Income Tax Return Preparation (Business and Individual) |

Advanced Tax Research | Estate Tax - Trust Planning | Estate Tax - Trust Returns Preparation |

State and Local Tax Issues | Multi-State Tax Matters (Including Nexus Issues) | Tax Controversies

Understanding and minimizing your tax liability requires year-round attention and advanced planning. At ShindelRock, we apply a compre-

hensive tax planning approach to each of our clients’ activities throughout the year, so there are no surprises. Our team of sophisticated

tax experts includes several Masters of Taxation, a Certified Specialist in Estate Planning and an IRS Enrolled Agent, all of whom are adept

at understanding and minimizing even the most complex business, individual, estate and trust tax matters.

Because we handle a client’s entire financial spectrum, we have the unique ability to integrate business and individual tax plans and recognize

needs or opportunities only apparent when considering the entire picture. For instance, if a vehicle to protect underlying assets is required,

we can coordinate a trust or an estate’s establishment and execution with attorneys and investment professionals, choosing the tax savings

strategy that best matches the client’s wishes.

The unique complexities and interactions of your business, individual, estate or trust activities call for tax experts adept at navigating the

system. Let ShindelRock take the surprise out of taxes with year-round comprehensive tax planning services.

and have continued to handle our tax returns in both the U.S. and internationally. They respond quickly to any questions we have and understand the details of our financial picture.

Few pieces of mail inspire as much anxiety in a taxpayer as an audit notice from the IRS. Dr.

David and Marilyn Schlafer* were no different, so when they were randomly selected for an

audit in 2007 and 2008, they realized that their current tax preparer could not adequately

handle their needs. They turned to ShindelRock, and we helped them through the process

and also reviewed their prior tax returns to make sure they were prepared correctly. After

the audit, we corrected and amended several tax returns, which allowed them to receive the

significant refunds to which they were entitled. They were again selected for an audit, this

time for 2009. After their records were put under the magnifying glass, their 2009 audit

resulted in no changes, to the satisfaction of both the ShindelRock team and the Schlafers.

• Names have been changed to protect client confidentiality

Client Story Beyond the Numbers

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“ Audit Services

Audit Types • Audits of For-Profit Entities Ranging in Size from $1 Million to $100 Million in Sales

• Yellow Book Audits in Accordance with Both U.S. Generally Accepted Auditing Standards and Government Auditing Standards: Including Housing and Urban Development Audits

• Audits of Employee Retirement Plans Under the Employee Retirement Income Security Act of 1974 (ERISA)

• Franchisor Audits

An audit is more than an obligation to be quickly performed and forgotten; it’s a valuable financial tool to help understand and improve

your business. At ShindelRock, our audit practice leaders conduct a careful and thorough evaluation of the company’s financial statements

and internal controls in order to provide the highest level of assurance. This deep understanding of the financial picture beneath the audit

results can help business managers strengthen internal controls or make work-flow improvements. When completed by a true audit expert

like ShindelRock, audits can become opportunities to help present your company professionally to creditors and investors and improve your

ability to make sound and timely business decisions.

Let the ShindelRock Audit Practice team put your audit process back in the hands of a value-added partner.

The audit team at ShindelRock took the time to learn about our business.

Franchise law required a growing Metro Detroit

quick-service restaurant franchisor to provide audited

financial statements for the first time. Dubious of an

audit process that conjures images of disruptive

auditors working on-site for weeks, the enterprise’s

owners turned to ShindelRock to educate them on

the process, which calmed their anxieties and showed

them the benefits the audit process could bring.

They communicated with us throughout the entire process, which put our staff at ease. We are pleased to give our franchisees the fiscal assurance an audit brings and even happier to have it done in an unobtrusive, efficient manner.

“

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Client Story Beyond the Numbers

“Litigation SupportApplying financial facts to complex legal problems is often an important piece of a successful litigation or arbitration engagement.

ShindelRock’s litigation support team offers attorneys and their clients a team of certified fraud, forensic, and valuation experts who can

dissect and effectively communicate the financial aspects of the case to attorneys, the client, and the judge or jury if necessary.

Once the ShindelRock team is brought into a case, we define the financial issues and assist with discovery requests. A careful review of

various information, such as financial statements, industry research and personal interviews, allows us to create a model which best reflects

the realities of the case. We communicate this information to the legal team in a concise format and help them understand its ramifications.

We also assist with the analysis of opposing counsel’s expert witness’ reports and depositions, and help prepare court exhibits. If a

settlement is proposed, we assist in negotiations and assess the ramifications of potential outcomes. If the case goes to trial, each

individual on our team is capable, confident, and experienced in testifying on the witness stand. Since every case is unique, our years of

litigation support experience ensure that we bring valuable financial insight and clarity to even the most complex disputes.

A typical litigation support assignment might involve calculating the economic loss resulting from a breach of contract or tracking the

income stream from an estranged spouse’s business. What is not so typical is ShindelRock’s complete dedication to the case and its

fair outcome.

I find it very satisfying when I can translate complex financial data to “non-numbers” people,

especially to the ultimate decision-maker like a judge, jury, or arbitrator who needs to understand the issues in order to make a fair judgment.

“In a contentious legal situation, emotions usually run very high. Be it a divorce, business

dispute or other personal or business matters, decisions need to be made with solid financial

data and a level head. As an objective party, our goal is to analyze the information and

present it to the client and the parties involved in such a way that allows the client to make

decisions with more clarity. We deal with numbers, taxes, bank data, financial records, and

so many other documents and transactions on a daily basis. Because of that expertise we’re

very effective and efficient at being thorough and detail-oriented in the work we do in

our cases.”

Maria Montie Managing Partner

Staff Insight Beyond the Numbers

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“You shouldn’t spend valuable time wrestling with complex medical practice accounting and business issues. At ShindelRock, we’ve been

looking after the health of Metro Detroit medical practices for more than 20 years and we know what works best for this unique type of

organization. Our CPAs are experienced medical practice consultants who can deliver sound accounting services, including budgeting,

income projections, and compensation model development.

Our consulting services are tailored to your practice’s challenges: examining partnership agreements to help you understand the true

financial impact of the arrangement, improving internal controls, or suggesting ways unique to your specialty to improve profitability.

We can help you quickly understand how your practice compares to similar practices in our geographic region as well as the best-run

practices in the country.

Give your medical practice a financial checkup, and gain a partner who can look after the health and well-being of your most important

professional relationships.

Medical Practice Consulting

I enjoy watching a client grow from his or her entrance into private practice to a seasoned entrepreneur

“I’ve advised healthcare professionals for over 30 years;

it’s a business that changes by the day, so there are

always new opportunities for my clients. Medicine has

become very outcome oriented and we can help orient

doctors’ practices to this change. Alignment with

hospitals or “super groups” has also become a major

dynamic in healthcare and we can advise a practitioner

making the decision to continue independently or

join a larger organization. We also offer other services

such as QuickBooks training and advanced expense

account analysis, focusing on often overlooked cost-

savings areas such as medical waste removal and

equipment service contracts, for example.

We’ve aligned ourselves with the right support people—

financial planners, bankers and attorneys that deal

specifically in healthcare—to help keep our clients

compliant and at the forefront of what’s happening in

their industry.”

Steve Rock Senior Partner

over the course of their career and helping them realize professional and financial success.

“

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Staff Insight Beyond the Numbers

CareersGo beyond…entry level expectations At ShindelRock, we look for the brightest the accounting field has to offer because

we believe that our people make us who we are. As a ShindelRock team member,

you’re considered integral to the success of every client engagement, so we support

your professional growth through programs like mentorship, career goal identification

and attainment, and educational advancement. Our compensation is competitive

with the big firms, but the experience gained by working directly on a variety of

interesting and challenging engagements with seasoned professionals is priceless.

We offer all of the employee benefits you’d expect, like: •MedicalInsurance •LifeInsurance

•DentalInsurance •PaidTimeOff

•Long-TermDisability •PaidHolidays

•401(k)Plan

Plusmuchmore,including: •FlexibleSchedules •StateOfTheArtTechnology

•TuitionReimbursement •LeavePolicy

•TaxSeasonBonus •PaidAssociationMemberships

•FirmOutings&FunEvents •PaidContinuingProfessionalEducation(CPE)

Join us in helping our clients reach their professional dreams. We expect you’ll do

the same for yourself in the process.

“I love working with numbers and am naturally a very detail-

oriented person. However, the best part of my job is knowing

that I was able to help someone. Whether it is finding the

most tax advantageous strategy for a client or discovering

the answer to a complicated tax issue, I am always happy

when I know a client is happy.”

Monica Silwanowicz Staff Accountant

Staff Insight A Great Place to Work

28100 Cabot Drive Suite 102 • Novi, MI 48377

t 248.855.8833 f 248.855.4192

ShindelRock.com